Tax Coordinator | Private Client

Company Profile:

At FORVIS, your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities. This starts by empowering team members to design a career journey that leverages their skills and fuels their passions.

Creating a best-in-class employee experience is at the heart of our vision for the future. With several industry focus areas, multiple service lines, and locations in five geographical regions across the country to choose from, the opportunities for your career are without limit.

About FORVIS

FORVIS is a Top-10 professional services firm providing assurance, tax, and advisory services, driven by our commitment to using our forward vision to provide rewarding career opportunities and deliver unmatched client experiences. Learn more at FORVIS.com

Design your career with purpose at FORVIS. For more information about our firm locations, visit FORVIS.com. FORVIS, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, or other protected classifications.

It is FORVIS's standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

• FORVIS expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
• FORVIS further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with FORVIS.
• Any resume or CV submitted to any employee of FORVIS without having a FORVIS vendor agreement in place will be considered the property of FORVIS.

Requisition Number: 2234396

Position Title:

External Description: Description & Requirements

How you will contribute:

• Assist internal team members with client tax return needs: develop open items list, maintain status of open items list, gather data from client and provide to tax team, coordinate receipt of information and develop delivery turnaround expectations, determine clients' schedules to develop realistic delivery expectations
• Create/maintain and Quick Assess Tax Caddy
• Request and Organize information for quarterly tax estimates
• Ensure clients receive unmatched client service and communicate any areas for improvement of client relationship to team leadership when needed; assure full transparency of information to all internal teams as necessary
• Maintain up-to-date client records in system
• Maintain a list of clients' "needs" and "wants" as well as the appropriate schedule and timelines associated with these
• Ensure that projects are on track and delivery expectations are attainable by monitoring task lists and expected delivery and due dates
• Schedule and coordinate meetings with the clients
• Facilitate Billing and prepare draft invoice
• Prepare and maintain Engagement Letters/Powers of Attorney
• Facilitate Alternative Billing options including obtaining analysis and developing alternative proposals in coordination with Engagement Executive Develop and execute plans to improve below benchmark performance; work closely with client and internal partners to get the program back on track
• Communicate any potential client expansion and business development opportunities to the Relationship Partner Organize and monitor internal team's schedule to ensure client work is completed on time
• Maintain/Coordinate client service plans in coordination with both the client and internal Forvis Mazars Stakeholders
• Track the client outcomes over the course of the client engagement.
• Responsible for ongoing, regular client progress reviews, reporting, status update client meetings and communications
• Identify opportunities if client progress is falling below benchmark, both internally and with clients
• Work with internal tax team and client to improve delivery expectations where needed
• Monitor and communicate relevant client news

We are looking for people who have Forward Vision and:

• Must be highly organized, proactive, energetic and enthusiastic with a heart for service
• Outstanding verbal and written communication skills
• Excellent phone presence
• Attentive to detail and also able to multi-task
• Able to effectively resolve issues and conflict

Preferred Qualifications:

• College degree preferred; Bachelor's degree highly preferred
• Minimum of 5 years of professional client-facing experience required
• CFP certification a plus
• Previous experience working in financial services, wealth management, financial planning, accounting, tax services or banking
• Excellent Microsoft Office skills (Excel, Word, Outlook, PowerPoint)

#LI-NOR, #LI-RICH

#LI-KB1

City: Richmond

State: Virginia

Community / Marketing Title: Tax Coordinator | Private Client

Location_formattedLocationLong: Richmond, Virginia US

CountryEEOText_Description:

With a legacy spanning more than 100 years, Forvis Mazars is committed to providing a different perspective and an unmatched client experience that feels right, personal and natural. We respect and reflect the range of perspectives, knowledge and local understanding of our people and clients. We take the time to listen to deliver consistent audit and assurance, tax, advisory and consulting services worldwide.

We nurture a deep understanding of our clients’ industries, delivering greater insight, deeper specialization and tailored solutions through people who listen to understand, are responsive and consult with purpose to deliver value.

About Forvis Mazars, LLP

Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, the firm’s 7,000 dedicated team members provide an Unmatched Client Experience® through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network. Visit forvismazars.us to learn more.

Forvis Mazars, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.
It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

Forvis Mazars, LLP expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with Forvis Mazars, LLP.Any resume or CV submitted to any employee of Forvis Mazars, LLP without having a Forvis Mazars, LLP vendor agreement in place will be considered the property of Forvis Mazars, LLP.